Kingsview Wealth Management’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.96M | Sell |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.77M | Buy |
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|
2023
Q3 | $1.79M | Sell |
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|
2023
Q2 | $4.07M | Sell |
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|
2023
Q1 | $3.91M | Buy |
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|
2022
Q4 | $3.69M | Buy |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $3.06M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.15M | Buy |
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|
2020
Q4 | $1.3M | Buy |
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|
2020
Q3 | $436K | Buy |
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|
2020
Q2 | $242K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $922K | Sell |
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|
2018
Q4 | $831K | Buy |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | $981K | Buy |
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|
2018
Q1 | $946K | Sell |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $932K | Buy |
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|
2017
Q2 | $727K | Hold |
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|
2017
Q1 | $727K | Buy |
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